Latest Institutional Transactions on Ishares S&P 500 Value ETF (IVE)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Value ETF (IVE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
373New |
$72.5K - $77K
|
373
$78.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.18% |
$583 - $620
|
1.63K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Riverwater Partners LLC
|
BUY
|
- |
988New |
$192K - $204K
|
988
$207K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
SELL
|
- |
-4- 0.38% |
$778 - $826
|
1.04K
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-889- 42.39% |
$173K - $184K
|
1.21K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-62- 0.14% |
$12.1K - $12.8K
|
43.8K
$9.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
12+ 0.12% |
$2.33K - $2.48K
|
10.2K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-119- 4.6% |
$23.1K - $24.6K
|
2.47K
$517K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.62K- 5.97% |
$314K - $334K
|
25.5K
$5.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-848- 8.52% |
$165K - $175K
|
9.1K
$1.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-22.7K- 47.5% |
$4.42M - $4.69M
|
25.1K
$5.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.91K+ 3.59% |
$566K - $601K
|
84K
$17.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3K+ 10.37% |
$583K - $620K
|
31.9K
$6.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25.8K+ 29.0% |
$5.01M - $5.32M
|
115K
$24M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-53- 0.63% |
$10.3K - $10.9K
|
8.41K
$1.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-70- 4.14% |
$13.6K - $14.5K
|
1.62K
$340K
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
4+ 0.18% |
$778 - $826
|
2.17K
$455K
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
8+ 0.4% |
$1.56K - $1.65K
|
2.03K
$425K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.9K+ 185.35% |
$758K - $805K
|
6K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-130- 1.65% |
$25.3K - $26.8K
|
7.77K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.29K+ 6.85% |
$640K - $679K
|
51.3K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
290+ 9.25% |
$56.4K - $59.9K
|
3.43K
$718K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
161+ 1.41% |
$31.3K - $33.2K
|
11.6K
$2.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
100+ 3.18% |
$19.4K - $20.7K
|
3.25K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.94K- 14.3% |
$766K - $814K
|
23.6K
$4.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.75KNew |
$340K - $361K
|
1.75K
$366K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-1.67K- 12.63% |
$324K - $344K
|
11.5K
$2.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
180+ 1.33% |
$35K - $37.2K
|
13.7K
$2.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-113- 1.2% |
$22K - $23.3K
|
9.32K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.91K+ 3.49% |
$1.93M - $2.05M
|
294K
$61.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
4.99K+ 20.41% |
$971K - $1.03M
|
29.5K
$6.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
211New |
$41K - $43.6K
|
211
$44.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.83K+ 0.46% |
$1.52M - $1.62M
|
1.72M
$361M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
232+ 9.16% |
$45.1K - $47.9K
|
2.76K
$579K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
973+ 0.46% |
$189K - $201K
|
211K
$44.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
11+ 0.46% |
$2.14K - $2.27K
|
2.39K
$500K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
415+ 7.48% |
$80.7K - $85.7K
|
5.97K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-554- 23.44% |
$108K - $114K
|
1.81K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-124- 0.46% |
$24.1K - $25.6K
|
27.1K
$5.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
102+ 9.63% |
$19.8K - $21.1K
|
1.16K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
107+ 0.91% |
$20.8K - $22.1K
|
11.8K
$2.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.43K+ 87.38% |
$862K - $915K
|
9.5K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-381- 0.89% |
$74.1K - $78.7K
|
42.2K
$8.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.16K- 42.45% |
$226K - $240K
|
1.58K
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.71K- 6.27% |
$332K - $352K
|
25.5K
$5.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-482- 3.29% |
$93.7K - $99.5K
|
14.2K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.83K+ 10.48% |
$355K - $377K
|
19.2K
$4.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-135- 7.71% |
$26.2K - $27.9K
|
1.62K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.03K- 31.35% |
$394K - $418K
|
4.44K
$930K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-2K- 0.67% |
$388K - $412K
|
295K
$61.9M
|
|